Plan Sponsor Access makes it easy to manage your employer-sponsored retirement plan when it's convenient for you. Log in and use Plan Sponsor Access to:
If you've never logged in before, please call us at 1-800-345-3533 for your Plan Sponsor Access User Name and Password.
- View plan assets
- View participant assets and transaction history*
- Submit contributions for automatic processing
- Update participant information, including adding new participants*
- View and print financial reports and transaction information*
*Depending on the type of plan you sponsor, some services may not be available.